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Best financial advisors in Durham, NY

Registered advisers within 25 miles of Durham, NY.

Offices
17
Firms
11
Combined AUM
$1.88T
Firm-wide filings, not assets booked only here
Clients
239K
239,001 clients when Item 5C has a number
Avg / client
$7.87M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
JTM WEALTH MANAGEMENT, INC.
LATITUDE ADVISORS, LLC
OSAIC INSTITUTIONS, INC.
LINCOLN INVESTMENT
MILLER HOWARD INVESTMENTS INC
DUTCH ASSET CORPORATION
EDWARD JONES
GODFREY FINANCIAL ASSOCIATES, INC.
KEY INVESTMENT SERVICES LLC
FENIMORE ASSET MANAGEMENT, INC.

Investors

GEORGE STEVE TELLES
JOHN THOMAS MOSS
FREDERICK WILLIAM SCHMALKUCHE
RYAN PETER HUSSEY
PETER JOSEPH HUSSEY
Shyanna Dawn Curless
Michael Vincent Ciarlo
BARBARA BECKER
JAMES PATRICK BOYCE
RONALD E LABELLA
ELLIOTT I FRIEDMAN
GEOFFREY ALAN WRIGHT
RICHARD WILLIAM PINDER
Cameron Bleibtrey
SEAN P MCALLISTER
LEO THOMAS MCALLISTER
PETER BART POCHILY
LOWELL GLASER MILLER
Tyler William Rapp
David Christopher Jeram
RICHARD L OXFORD
CULLEN BREEN
GARY WILLIAM BARKMAN
PHILLIP KAY LYMAN
Eric Jhonsa
William T Chronister
Seth Landsman Reinhardt
RUTH ALICE MARESCA
KATHLEEN LOUISE GODFREY
PHILIP RALPH STIRE
GABRIEL SAKELLARIDIS
CHRISTOPHER JAMES LA PORTA
Ricki Lyn Wrigley
SHANNON ALMY
KEVIN THOMAS SMITH
Matthew David Laverty
Wahid Ullah Nabi
Palmer Nicholas Fargnoli
Brendan William Scoralick
ERIN E LUCIANO
ANNE B. PUTNAM
JOSEPH MICHAEL LEROY
JONATHAN WILLIAM MORAN
CHRISTIAN ADAMS SNYDER
RICHARD HENRY HEIM
JESSE CARL KOEPP
Shaun R Fagant
WILLIAM GEORGE WISE
Michael Joseph Weaver
Cameron Heath MacDonald

Within 25 miles of Durham, NY, Best Investors lists 11 registered investment advisory firms with 17 offices nearby, managing about $1.88T in combined regulatory AUM across 239,001 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Durham

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 LINCOLN INVESTMENT 595 clients · 949 advisers $22.0B AUM 4 KEY INVESTMENT SERVICES LLC 681 advisers $8.88B AUM 5 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 6 FENIMORE ASSET MANAGEMENT, INC. 20 advisers $5.41B AUM 7 MILLER HOWARD INVESTMENTS INC 4 advisers $3.81B AUM 8 LATITUDE ADVISORS, LLC 30 clients · 68 advisers $567M AUM